Form 4: Henry Schein CEO Stanley Bergman Reports Changes in Beneficial Ownership

Stanley Bergman, CEO of Henry Schein, reports a transfer of shares to a related trust and adjustments in holdings through spousal trusts and a 401(k) plan.

Summary

• Stanley Bergman, the Chairman and CEO of Henry Schein Inc., filed a Form 4 detailing changes in his beneficial ownership of the company's stock.
• On December 19, 2024, Mr. Bergman transferred 2,130 shares of common stock to a related trust.
• This transfer was executed at a price of $0.00 per share and represents a decanting of shares from the Bergman Family 2010 Trust #2.
• Following the reported transaction, Mr. Bergman directly owns 269,290 shares of Henry Schein common stock.
• He also has indirect ownership of 465,961 shares through his spouse and 9,672 shares through the company's 401(k) plan.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing detailing changes in stock ownership; it doesn't inherently convey positive or negative sentiment.

Industry Context

This filing is a routine disclosure related to insider transactions and is required by the SEC to ensure transparency in the market.

Related Party Transactions

• The transfer of shares to a related trust (Bergman Family 2010 Trust #2) constitutes a related party transaction.

Stakeholder Impact

• The transaction itself is unlikely to have a significant impact on stakeholders, as it is a transfer between related entities and does not represent a sale of shares to the open market.

Key Dates